WESTBOURNE INVESTMENTS, INC.

CIK 0000932929 · Q2 2026

13F Equity AUM

$245.2M

+16.6% QoQ

Positions

149

-141 QoQ

AUM Rank

#7,298

Top 58%

Skill Alpha (FF)

—

Building track record (5q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 21.9%Top 10: 35.0%Top 20: 50.9%

MU6.7%

NVDA4.2%

GE4.1%

GOOGL3.5%

VRT3.4%

BIL3.0%

AAPL2.9%

AMZN2.9%

MSFT2.2%

META2.1%

Others (139)65.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 149Median: 0.29%Avg: 0.67%

0–0.5%

90(16.8%)

0.5–1%

27(17.8%)

1–3%

26(40.5%)

3–5%

5(18.2%)

5%+

1(6.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 149vs 20 funds

0%Low

149

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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